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Ishares High Dividend Equity F shares owned by Aspireon Wealth Advisors

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Aspireon Wealth Advisors from 13F filings

Historical chart of Aspireon Wealth Advisors investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Aspireon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares High Dividend Equity F by Aspireon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $3.8M 38k 101.65
2022-12-31 $5.0M 48k 105.29
2022-09-30 $4.2M 46k 91.36
2022-06-30 $4.3M 43k 100.48
2022-03-31 $4.5M 42k 106.83

More positions owned by Aspireon Wealth Advisors

Ishares Tr Core S&p 500 Etf (IVV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Russel 1000 Etf (IWB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p500 Etf Shs (VOO)
Isharestr Iboxx Hi Yd Etf (HYG)
Apple (AAPL)
Ishares Core Msci Eafe Etf (IEFA)
Invesco Exchange Traded Fd T S&p 500 Pur Val (RPV)
Kraneshares Csi China Internet Kraneshares China Intnt Etf (KWEB)
Ishares S&p Gsci Commodity Unit Ben Int (GSG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Direxion Shs Etf Tr 20yr Tres Bull
Ishares Tr Gl Clean Ene Etf (ICLN)

View all positions for Aspireon Wealth Advisors

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Jpmorgan Chase & Co
Advantus Capital Management
M^T Bank Corporation
Branch Banking & Trust Company
Commonwealth Equity Services
Janney Montgomery Scott
Federated Investors
LBMC Investment Advisors
Raymond James Financial Services Advisors
Citadel Advisors
Advisor Group Holdings

View all funds holding Ishares High Dividend Equity F